Senior Estate Planning Architect – Remote

Osaic; Newark (NJ); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Senior Estate Planning Strategist for its High Net Worth Planning Services team. This role requires a JD and 10+ years in trusts and estates to advise financial advisors on sophisticated planning, wealth transfer, and related tax considerations for ultra-high-net-worth clients.

The candidate will analyze complex documents, draft plans, and develop resources for advisor education while collaborating with a 25-person planning group and internal partners.

Qualifications

• 10+ years of experience practicing law with a primary focus on trusts and estates.
• Extensive experience drafting, reviewing, and interpreting estate planning documents.
• Deep understanding of federal estate, gift, and generation-skipping transfer tax concepts.
• Strong knowledge of trust structures, wealth transfer strategies, charitable planning techniques, and business succession planning.
• Experience reviewing corporate tax returns and interpreting business ownership and governance documents.

Responsibilities

• Serve as a trusted estate planning resource for financial advisors supporting high-net-worth and ultra-high-net-worth clients.
• Review, analyze, and summarize complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and tax returns.
• Identify estate planning opportunities, risks, inconsistencies, and gaps within clients' existing plans.
• Collaborate with internal planning specialists and business partners to support complex client situations.
• Educate financial advisors on estate planning concepts, strategies, and emerging trends through trainings, webinars, and written resources.
• Produce timely briefs and guidance on estate planning, tax, and legislative developments for the team.

Skills

Estate planning

Trusts & estates

Legal analysis

Client education

Regulatory tracking

Education

Bachelor's degree

Juris Doctor

Tools

Microsoft Office

Job description

Osaic is seeking a Senior Estate Planning Strategist for its High Net Worth Planning Services team. This role requires a JD and 10+ years in trusts and estates to advise financial advisors on sophisticated planning, wealth transfer, and related tax considerations for ultra-high-net-worth clients.

The candidate will analyze complex documents, draft plans, and develop resources for advisor education while collaborating with a 25-person planning group and internal partners.